India - Na Ren Dra, Sis Boom Bah
* Bring Out the Pom Poms: Prime Minister Narendra Modi finally delivered a headline that the India and the world seem to be applauding – a bold...
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Relative Value Opportunities in Asia-Pac, Pair Trade Roundup (22 June 2026)
​Discover 18 pair trade opportunities across six markets and nine sectors using statistical mean-reversion methodology for actionable insights.
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Reserve Bank of India – Zero Forethought
* Instead of Applause, Throw Tomatoes: The call for a 21-day nationwide lockdown to contain the corona virus, has caused a massive liquidity drain...
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India Banks – No End in Sight
There have been several false starts. There were times when many presumed the bad loan cycle was about to end. It could have been with the PSU bank...
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RBI - Desperate Times Call For Desperate Measures
Regulatory Forbearance for Real Estate Developers: Although we await the final guidelines, the RBI is permitting the commercial operations of real...
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